Janney Montgomery Scott’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.94M | Sell |
40,255
-2,730
| -6% | -$204K | 0.01% | 1094 |
|
|
2025
Q4 | $3.33M | Sell |
42,985
-2,192
| -5% | -$168K | 0.01% | 1095 |
|
|
2025
Q3 | $3.51M | Sell |
45,177
-13,207
| -23% | -$990K | 0.01% | 1047 |
|
|
2025
Q2 | $4.71M | Sell |
58,384
-4,444
| -7% | -$351K | 0.01% | 836 |
|
|
2025
Q1 | $5.12M | Buy |
62,828
+5,455
| +10% | +$421K | 0.01% | 766 |
|
|
2024
Q4 | $4.19M | Sell |
57,373
-1,491
| -3% | -$103K | 0.01% | 837 |
|
|
2024
Q3 | $3.5M | Sell |
58,864
-1,456
| -2% | -$79.1K | 0.01% | 884 |
|
|
2024
Q2 | $3.08M | Buy |
60,320
+125
| +0.2% | +$6.47K | 0.01% | 903 |
|
|
2024
Q1 | $3.23M | Buy |
60,195
+2,280
| +4% | +$111K | 0.01% | 933 |
|
|
2023
Q4 | $2.62M | Sell |
57,915
-10,104
| -15% | -$460K | 0.01% | 995 |
|
|
2023
Q3 | $3.35M | Sell |
68,019
-8,604
| -11% | -$421K | 0.01% | 825 |
|
|
2023
Q2 | $3.65M | Sell |
76,623
-15,477
| -17% | -$675K | 0.01% | 818 |
|
|
2023
Q1 | $3.64M | Sell |
92,100
-54,214
| -37% | -$2.24M | 0.01% | 732 |
|
|
2022
Q4 | $6M | Sell |
146,314
-22,451
| -13% | -$941K | 0.02% | 609 |
|
|
2022
Q3 | $6.55M | Buy |
168,765
+21,467
| +15% | +$785K | 0.03% | 522 |
|
|
2022
Q2 | $5.05M | Sell |
147,298
-2,411
| -2% | -$81.6K | 0.02% | 600 |
|
|
2022
Q1 | $4.72M | Buy |
149,709
+4,012
| +3% | +$112K | 0.02% | 616 |
|
|
2021
Q4 | $3.58M | Buy |
145,697
+6,784
| +5% | +$174K | 0.01% | 747 |
|
|
2021
Q3 | $3.48M | Buy |
138,913
+28,330
| +26% | +$750K | 0.01% | 719 |
|
|
2021
Q2 | $3.14M | Buy |
110,583
+5,341
| +5% | +$157K | 0.01% | 754 |
|
|
2021
Q1 | $2.93M | Buy |
105,242
+23,368
| +29% | +$606K | 0.01% | 734 |
|
|
2020
Q4 | $1.88M | Buy |
81,874
+33,038
| +68% | +$683K | 0.01% | 905 |
|
|
2020
Q3 | $822K | Buy |
48,836
+2,787
| +6% | +$49.6K | ﹤0.01% | 1177 |
|
|
2020
Q2 | $764K | Buy |
+46,049
| New | +$727K | ﹤0.01% | 1177 |
|
|
2018
Q4 | – | Sell |
-6,004
| Closed | -$235K | – | 2055 |
|
|
2018
Q3 | $235K | Sell |
6,004
-271
| -4% | -$10.1K | ﹤0.01% | 1850 |
|
|
2018
Q2 | $232K | Sell |
6,275
-590
| -9% | -$24.6K | ﹤0.01% | 1782 |
|
|
2018
Q1 | $327K | Buy |
6,865
+1,164
| +20% | +$60.8K | ﹤0.01% | 1560 |
|
|
2017
Q4 | $313K | Buy |
5,701
+133
| +2% | +$7.14K | ﹤0.01% | 1566 |
|
|
2017
Q3 | $285K | Sell |
5,568
-1,364
| -20% | -$66.5K | ﹤0.01% | 1530 |
|
|
2017
Q2 | $323K | Sell |
6,932
-972
| -12% | -$44.7K | ﹤0.01% | 1408 |
|
|
2017
Q1 | $371K | Sell |
7,904
-2,285
| -22% | -$107K | ﹤0.01% | 1311 |
|
|
2016
Q4 | $448K | Buy |
10,189
+1,626
| +19% | +$65.1K | 0.01% | 1129 |
|
|
2016
Q3 | $302K | Buy |
+8,563
| New | +$290K | 0.01% | 1186 |
|
|
2016
Q2 | – | Sell |
-11,207
| Closed | -$347K | – | 1140 |
|
|
2016
Q1 | $347K | Buy |
+11,207
| New | +$329K | 0.01% | 903 |
|
Other funds holding UNM
VPM
VCM
Janney Montgomery Scott's UNM Position: Q1 2026 in Review
Janney Montgomery Scott reduced its Unum (UNM) stake by 6.4% in Q1 2026, selling an estimated $204K and leaving 40,255 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #1094.
Janney Montgomery Scott first reported a position in UNM in Q1 2016 and has held it in 34 quarters since. The position peaked at $6.55M in Q3 2022. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Janney Montgomery Scott held 40,255 shares of Unum worth $2.94M as of Q1 2026.
- Janney Montgomery Scott sold 2,730 Unum shares in Q1 2026, an estimated $204K.
- Unum made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1094 holding.
- Janney Montgomery Scott first reported a position in Unum in Q1 2016 and has held it in 34 quarters since.
- Janney Montgomery Scott's Unum position peaked at $6.55M in Q3 2022.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.